Jackson Grant Investment Advisers’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $65.4K | Buy |
719
+1
| +0.1% | +$91 | 0.02% | 165 |
|
2025
Q1 | $59.8K | Buy |
718
+1
| +0.1% | +$83 | 0.02% | 166 |
|
2024
Q4 | $65.2K | Buy |
717
+2
| +0.3% | +$182 | 0.03% | 161 |
|
2024
Q3 | $65.8K | Buy |
715
+1
| +0.1% | +$92 | 0.02% | 165 |
|
2024
Q2 | $62.9K | Buy |
714
+1
| +0.1% | +$88 | 0.03% | 165 |
|
2024
Q1 | $65K | Buy |
713
+2
| +0.3% | +$182 | 0.03% | 158 |
|
2023
Q4 | $56.4K | Buy |
711
+2
| +0.3% | +$159 | 0.03% | 164 |
|
2023
Q3 | $51.2K | Buy |
709
+2
| +0.3% | +$144 | 0.02% | 162 |
|
2023
Q2 | $53K | Buy |
707
+2
| +0.3% | +$150 | 0.02% | 165 |
|
2023
Q1 | $50.4K | Buy |
705
+2
| +0.3% | +$143 | 0.02% | 184 |
|
2022
Q4 | $48K | Buy |
703
+2
| +0.3% | +$137 | 0.02% | 181 |
|
2022
Q3 | $44K | Buy |
701
+3
| +0.4% | +$188 | 0.02% | 183 |
|
2022
Q2 | $44K | Buy |
698
+1
| +0.1% | +$63 | 0.02% | 195 |
|
2022
Q1 | $54K | Buy |
697
+2
| +0.3% | +$155 | 0.02% | 189 |
|
2021
Q4 | $59K | Buy |
695
+1
| +0.1% | +$85 | 0.03% | 156 |
|
2021
Q3 | $55K | Buy |
694
+1
| +0.1% | +$79 | 0.02% | 196 |
|
2021
Q2 | $56K | Buy |
693
+1
| +0.1% | +$81 | 0.02% | 194 |
|
2021
Q1 | $54K | Hold |
692
| – | – | 0.02% | 187 |
|
2020
Q4 | $50K | Hold |
692
| – | – | 0.03% | 183 |
|
2020
Q3 | $41K | Buy |
692
+4
| +0.6% | +$237 | 0.02% | 157 |
|
2020
Q2 | $39K | Hold |
688
| – | – | 0.02% | 154 |
|
2020
Q1 | $31K | Buy |
688
+4
| +0.6% | +$180 | 0.02% | 158 |
|
2019
Q4 | $41K | Hold |
684
| – | – | 0.02% | 157 |
|
2019
Q3 | $38K | Buy |
684
+4
| +0.6% | +$222 | 0.02% | 162 |
|
2019
Q2 | $39K | Hold |
680
| – | – | 0.02% | 162 |
|
2019
Q1 | $37K | Buy |
680
+4
| +0.6% | +$218 | 0.02% | 158 |
|
2018
Q4 | $32K | Buy |
676
+4
| +0.6% | +$189 | 0.02% | 161 |
|
2018
Q3 | $39K | Hold |
672
| – | – | 0.02% | 158 |
|
2018
Q2 | $38K | Hold |
672
| – | – | 0.03% | 164 |
|
2018
Q1 | $37K | Hold |
672
| – | – | 0.03% | 161 |
|
2017
Q4 | $36K | Buy |
672
+4
| +0.6% | +$214 | 0.02% | 162 |
|
2017
Q3 | $34K | Buy |
668
+4
| +0.6% | +$204 | 0.02% | 163 |
|
2017
Q2 | $33K | Hold |
664
| – | – | 0.03% | 147 |
|
2017
Q1 | $32K | Hold |
664
| – | – | 0.03% | 141 |
|
2016
Q4 | $30K | Buy |
664
+4
| +0.6% | +$181 | 0.03% | 143 |
|
2016
Q3 | $29K | Hold |
660
| – | – | 0.02% | 135 |
|
2016
Q2 | $28K | Buy |
660
+4
| +0.6% | +$170 | 0.02% | 133 |
|
2016
Q1 | $27K | Buy |
656
+4
| +0.6% | +$165 | 0.02% | 129 |
|
2015
Q4 | $26K | Buy |
+652
| New | +$26K | 0.02% | 134 |
|